The Breakfast Table Test: When Tax Planning Meets Family Life

In this episode, we’re joined by David Lesperance, Managing Director at Lesperance & Associates. With over 30 years of experience advising high-net-worth and ultra-high-net-worth individuals and their families, David brings an international tax, residency, and citizenship planning perspective to the decisions families face across borders. Our conversation looks at how changing tax policies can prompt families to rethink where they live and hold their assets, the options available to them, and the obligations that accompany a move.

David also addresses how these choices affect everyday family life. A financially sound move needs to work for the people making it, and understanding their wishes is an important part of planning for a future in another country.

About David Lesperance

David Lesperance is Managing Director at Lesperance & Associates, where he advises high-net-worth and ultra-high-net-worth individuals and their families on citizenship, residency, and domicile planning. His career spans more than 30 years, including work with major law firms, running his own law firm, and serving as an independent advisor. Supported by a longstanding team of professionals, he develops bespoke Back-Up Plans© that bring together citizenship, residency, tax, and family law considerations. These plans reflect each family’s circumstances, business interests, and long-term goals, while integrating with existing tax structures and estate planning. He also provides pro bono advice to governments on citizenship-by-investment and residence-by-investment programmes.

Resources discussed in this episode:

• The Flight of the Golden Geese: How the 1% Matter to the 99%
• Myth of a Billionaire, a Millionaire Flight 

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Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. 

• Website: BeaconFamilyOffice.com
• LinkedIn: Cory Gagnon
• LinkedIn: Beacon Family Office
• Email: beaconfamilyoffice@assante.com
• Podcast: Legacy Builders Strategies for Building Successful Family Enterprise

Contact David Lesperance | Lesperance & Associates 

• Website: lesperanceassociates.com 
• LinkedIn: linkedin.com/in/davidslesperance-residency-citizenship-taxation-lawyer 
• Phone: +1 (415) 685 4308 
• Email: david@lesperanceassociates.com 

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